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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: jhg_in_kc who wrote (4693)	3/5/1999 5:40:00 PM
From: Mark K.	Respond to of 17183

Take a closer look at those IDC numbers. Compaq comes in at $5.5 billion in revenue, a 12% increase over the $4.9 it did in storage systems in 1997. IBM comes in second, at $4 billion, a 1.5% increase over the $3.9 billion in 1997. EMC comes in at $3.1 billion, up 31% from $2.4 billion in 1997. EMCs market share increased from 9.8% to 11.5%, while IBM's deceased from 15.8% to 14.3%. Compaq held steady, according to IDC, at about 20% of the market. If you eliminate internal storage, and just look at external RAID revenue, IDC estimates EMC as the market leader, with 35% of the market, to IBM's 22% and Compaq's 9%. EMC took the market share lead in external storage from IBM in 1998. EMC is taking market share from IBM across the board, and should move into the number two overall spot this year. Rudedog knows enough to be dangerous, but his assessment of EMC's position against Compaq and IBM is off the mark. -Mark K.